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Farther Finance Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Farther Finance Advisors’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$267K Buy
5,745
+1,664
+41% +$86.6K ﹤0.01% 2071
2026
Q2 		$207K Buy
4,081
+951
+30% +$46.7K ﹤0.01% 2213
2026
Q1 		$151K Sell
3,130
-405
-11% -$25.8K ﹤0.01% 2218
2025
Q4 		$241K Buy
3,535
+264
+8% +$17.5K ﹤0.01% 1799
2025
Q3 		$219K Sell
3,271
-1,213
-27% -$85K ﹤0.01% 1556
2025
Q2 		$340K Sell
4,484
-1,469
-25% -$110K 0.01% 1116
2025
Q1 		$490K Sell
5,953
-789
-12% -$61.8K 0.01% 795
2024
Q4 		$514K Sell
6,742
-47
-0.7% -$3.69K 0.02% 570
2024
Q3 		$559K Sell
6,789
-91
-1% -$7.09K 0.02% 546
2024
Q2 		$481K Buy
6,880
+336
+5% +$24.5K 0.02% 491
2024
Q1 		$501K Buy
6,544
+4,246
+185% +$289K 0.03% 395
2023
Q4 		$157K Buy
2,298
+453
+25% +$29.6K 0.01% 637
2023
Q3 		$140K Buy
1,845
+60
+3% +$5.01K 0.02% 460
2023
Q2 		$156K Buy
1,785
+7
+0.4% +$619 0.03% 356
2023
Q1 		$148K Sell
1,778
-33
-2% -$2.52K 0.04% 308
2022
Q4 		$150K Buy
+1,811
New +$146K 0.06% 259

Other funds holding MKC

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Farther Finance Advisors's MKC Position: Q3 2026 in Review

Farther Finance Advisors increased its McCormick & Company Non-Voting (MKC) stake by 41% in Q3 2026, buying an estimated $86.6K and bringing the position to 5,745 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Farther Finance Advisors first reported a position in MKC in Q4 2022 and has held it in 16 quarters since. The position peaked at $559K in Q3 2024. 67 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • Farther Finance Advisors held 5,745 shares of McCormick & Company Non-Voting worth $267K as of Q3 2026.
  • Farther Finance Advisors bought 1,664 McCormick & Company Non-Voting shares in Q3 2026, an estimated $86.6K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2071 holding.
  • Farther Finance Advisors first reported a position in McCormick & Company Non-Voting in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's McCormick & Company Non-Voting position peaked at $559K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.